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PGEOX vs RLBGX
PGEOX vs RLBGX Comparison
Open Charts PGEOX vs RLBGX
George Putnam Balanced A
Price$26.90
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PGEOX vs RLBGX Comparison Chart in %
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PGEOX vs. RLBGX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PGEOX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. PGEOX (2.2B). RLBGX pays higher dividends than PGEOX: RLBGX (2.15) vs PGEOX (1.52). PGEOX was incepted earlier than RLBGX: PGEOX (88 years) vs RLBGX (16 years). PGEOX (0.93) is less costly to investors than RLBGX (0.25). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBGX (44.00). PGEOX has a lower initial minimum investment than RLBGX: PGEOX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. PGEOX (7.29). RLBGX return over 5 years is better than : 43.50 vs. PGEOX (35.05).
| PGEOX | RLBGX | PGEOX / RLBGX | |
| Total Expense Ratio | 0.93 | 0.25 | 372% |
| Annual Report Gross Expense Ratio | 0.93 | 0.25 | 372% |
| Fund Existence | 88 years | 16 years | - |
| Gain YTD | 5.536 | 8.259 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 252B | 1% |
| Annual Yield % from dividends | 1.52 | 2.15 | 71% |
| Returns for 1 year | 7.29 | 8.24 | 89% |
| Returns for 3 years | 40.63 | 36.31 | 112% |
| Returns for 5 years | 35.05 | 43.50 | 81% |
| Returns for 10 years | 78.59 | 68.54 | 115% |